The earnings call presented a predominantly positive outlook with significant revenue growth, new customer wins, and strong financial performance. Despite challenges such as negative free cash flow and macroeconomic uncertainty, the company's strategic initiatives and market position appear strong.

Company Guidance -

Q2 2025

In the Olo Inc. First Quarter 2025 Earnings Conference Call, the company reported exceeding the high end of its revenue and non-GAAP operating income guidance ranges. Olo added approximately 2,000 new locations quarter-to-quarter, bringing the total to around 88,000 active locations and achieving a gross revenue retention rate above 98%. The company also saw a 12% year-over-year growth in ARPU, driven by increased order volumes and modules per location. Olo's revenue for the quarter was $80.7 million, a 21% increase year-over-year, with platform revenue at $79.2 million, up 20%. Gross profit for the first quarter was $49.2 million, reflecting an 18% increase, with a gross margin of 60.9%. Olo's net income was $11.8 million, or $0.07 per share, and they achieved a Rule of 40 performance of 42%. For the full year 2025, Olo expects revenue between $338.5 million and $340 million, with non-GAAP operating income ranging from $48.6 million to $49.8 million. The company continues to focus on expanding its Olo Pay card presence, scaling Catering Plus, and increasing the number of Olo flywheel brands while maintaining strong financial discipline.

Record Revenue Growth

Total revenue for Q1 2025 was $80.7 million, an increase of 21% year-over-year. Platform revenue increased by 20% year-over-year.

Expansion in Active Locations and ARPU Growth

Olo ended Q1 with approximately 88,000 active locations, adding approximately 2,000 net new locations. ARPU grew by 12% year-over-year.

Successful Customer Wins and Deployments

Olo signed a Catering Plus pilot with Chipotle, a top 25 brand, and a full deployment deal with an existing publicly-traded enterprise customer for Olo Pay card presence.

Strong Financial Performance

Non-GAAP operating income was $11.5 million, a significant increase from $5.6 million a year ago. Operating margin was 14.3%, up approximately 580 basis points year-over-year.

Positive Market Position

Olo was named Texas Roadhouse's 2024 Vendor of the Year, indicating strong customer satisfaction and market position.

Olo (OLO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

OLO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 06, 2025	2025 (Q2)	0.07 / -	0.05	―	―	―
May 08, 2025	2025 (Q1)	0.06 / 0.07	0.05	40.00% (+0.02)
Feb 25, 2025	2024 (Q4)	0.07 / 0.06	0.05	20.00% (<+0.01)
Nov 07, 2024	2024 (Q3)	0.05 / 0.06	0.04	50.00% (+0.02)
Jul 31, 2024	2024 (Q2)	0.05 / 0.05	0.04	25.00% (+0.01)
May 07, 2024	2024 (Q1)	0.04 / 0.05	0.03	66.67% (+0.02)
Feb 21, 2024	2023 (Q4)	0.05 / 0.05	0.03	66.67% (+0.02)
Nov 06, 2023	2023 (Q3)	0.04 / 0.04	0.02	100.00% (+0.02)
Aug 01, 2023	2023 (Q2)	0.02 / 0.04	0.01	300.00% (+0.03)
May 09, 2023	2023 (Q1)	0.01 / 0.03	0.01	200.00% (+0.02)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

OLO Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 08, 2025	$8.05	$8.65	+7.45%
Feb 25, 2025	$6.58	$6.86	+4.26%
Nov 07, 2024	$5.69	$5.74	+0.88%
Jul 31, 2024	$4.78	$5.40	+12.97%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Olo (OLO) report earnings?

Olo (OLO) is schdueled to report earning on Aug 06, 2025, After Close (Confirmed).

What is Olo (OLO) earnings time?

Olo (OLO) earnings time is at Aug 06, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is OLO EPS forecast?

OLO EPS forecast for the fiscal quarter 2025 (Q2) is 0.08.

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